Moran Wealth Management’s Analog Devices ADI Stock Holding History

Moran Wealth Management’s Portfolio ADI Stock Details ADI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$813K	Buy	2,047 +369	+22%	+$146K	0.02%	405
2026 Q1	$534K	Buy	+1,678	New	+$534K	0.02%	395
2025 Q1	–	Sell	-4,135	Closed	-$879K	–	436
2024 Q4	$879K	Buy	4,135 +119	+3%	+$26.3K	0.03%	308
2024 Q3	$924K	Sell	4,016 -4	-0.1%	-$901	0.03%	301
2024 Q2	$918K	Buy	4,020 +264	+7%	+$56.3K	0.03%	296
2024 Q1	$743K	Buy	3,756 +72	+2%	+$13.8K	0.02%	312
2023 Q4	$731K	Sell	3,684 -375	-9%	-$67K	0.03%	316
2023 Q3	$711K	Buy	4,059 +86	+2%	+$15.9K	0.03%	282
2023 Q2	$774K	Buy	+3,973	New	+$736K	0.03%	263

Other funds holding ADI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moran Wealth Management's ADI Position: Q2 2026 in Review

Moran Wealth Management increased its Analog Devices (ADI) stake by 22% in Q2 2026, buying an estimated $146K and bringing the position to 2,047 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #405.

Moran Wealth Management first reported a position in ADI in Q2 2023 and has held it in 9 quarters since. The position peaked at $924K in Q3 2024. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Moran Wealth Management held 2,047 shares of Analog Devices worth $813K as of Q2 2026.
Moran Wealth Management bought 369 Analog Devices shares in Q2 2026, an estimated $146K.
Analog Devices made up 0.02% of Moran Wealth Management's portfolio in Q2 2026, its #405 holding.
Moran Wealth Management first reported a position in Analog Devices in Q2 2023 and has held it in 9 quarters since.
Moran Wealth Management's Analog Devices position peaked at $924K in Q3 2024.
2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.